Plan Snapshot
- Plan Sponsor: Metropolitan Jewish Health System, INC.
- Sponsor EIN: 113538697
- Sponsor Address: 55 WATER STREET, NEW YORK, NY, 10041
- Plan Type: 403(b)
- Total Participants: 3,209
- Total Assets: $201.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,209 | $201.2M | $112 | $14.0M |
| 2023 | 2,956 | $171.0M | $239,551 | $12.6M |
| 2022 | 2,839 | $144.2M | $0 | $11.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $247,573 | — | $247,573 | — | — |
| 2023 | $233,142 | — | $233,142 | — | — |
| 2022 | $286,114 | — | $286,114 | — | — |